MERIDIAN INVESTMENTS, INC.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
VIENNA, Virginia
CRD number
13225
Registered since
March 23, 1983

Firm profile

FINTRX

Overview

Meridian Investments, Inc. is a corporately organized investment adviser that registered with the SEC in 1983 and is privately owned by an individual. The firm's public profile is minimal: the data source classifies it as "Unclassified" and identifies it as not acting as a capital allocator. Available attributes indicate Meridian Investments is not an active ESG investor, not a multi-state adviser, not a pension consultant, and not listed as a related adviser. The firm has not supplied discrete information on its fee schedule, client segments, or specific advisory activities in the source dataset.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • CAROLINE WISNIEWSKI

    FinOpCRD 1463513

  • JOHN CASEY

    Co-FounderCRD 731545

  • ROMAN BRILMAN

    Executive Vice PresidentCRD 4250758

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

VIENNA, VA

FAIRFAX

Location

VIENNA, VA

Headquartered in VIENNA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
FAIRFAX
Address
8065 Leesburg Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth